Institutional & Family Asset Management’s Apple Hospitality REIT APLE Stock Holding History

Institutional & Family Asset Management’s Portfolio APLE Stock Details APLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-118	Closed	-$2K	–	723
2022 Q3	$2K	Hold	118	–	–	﹤0.01%	570
2022 Q2	$2K	Hold	118	–	–	﹤0.01%	577
2022 Q1	$2K	Hold	118	–	–	﹤0.01%	629
2021 Q4	$2K	Hold	118	–	–	﹤0.01%	642
2021 Q3	$2K	Hold	118	–	–	﹤0.01%	752
2021 Q2	$2K	Hold	118	–	–	﹤0.01%	800
2021 Q1	$2K	Hold	118	–	–	﹤0.01%	773
2020 Q4	$2K	Buy	+118	New	+$1.4K	﹤0.01%	744

Other funds holding APLE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Institutional & Family Asset Management's APLE Position: Q4 2022 in Review

Institutional & Family Asset Management sold out of Apple Hospitality REIT (APLE) in Q4 2022, closing a stake of 118 shares — an estimated $2K sold.

Institutional & Family Asset Management first reported a position in APLE in Q4 2020 and held it in 8 quarters. The position peaked at $2K in Q3 2022. 294 funds tracked by Wall St. Rank hold APLE as of Q4 2022.

Institutional & Family Asset Management reported no remaining Apple Hospitality REIT position as of Q4 2022 after selling out during the quarter.
Institutional & Family Asset Management sold 118 Apple Hospitality REIT shares in Q4 2022, an estimated $2K.
Institutional & Family Asset Management first reported a position in Apple Hospitality REIT in Q4 2020 and held it in 8 quarters.
Institutional & Family Asset Management's Apple Hospitality REIT position peaked at $2K in Q3 2022.
294 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q4 2022.

Based on Institutional & Family Asset Management's 13F filing for Q4 2022, filed 8 Feb 2023.